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Kerry Logistics Network (636 HK)
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158
Analysis
Industrials
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Hong Kong
Kerry Logistics Network Limited provides logistics services in Asia and internationally. The Company offers integrated logistics services, as well as leases warehousing space in Hong Kong and provides international freight forwarding services.
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bearish
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CJ Logistics
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12 Jan 2021 08:55
CJ Logistics: Still Lacking Focus, Still Unlikely to Reach 6,000+ EPS Any Time Soon
We check in on CJ Logistics, which appears to have pivoted away from its much-hyped international expansion plan from a few years ago. What hasn't...
Tracking Traffic
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221 Views
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bullish
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Cross Asset Strategy
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28 Dec 2020 18:31
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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371 Views
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bearish
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Kerry Express Thailand
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25 Dec 2020 08:48
Kerry Express Thailand: Just One Day Into Public Life, KEX Suddenly Looks Expensive
After it jumped by 83% to 51.25 baht per share in its trading debut, it's suddenly much tougher to argue that KEX is attractively priced versus peers.
Tracking Traffic
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626 Views
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bullish
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Kerry Express Thailand
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23 Dec 2020 14:43
Kerry Express Thailand IPO Trading - Delivering a Christmas Present
Kerry Express Thailand (KEX TB) raised around US$277m in its IPO. Given its brand recognition, strong investor backing and sole way to play the e...
Sumeet Singh
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672 Views
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bullish
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Thematic (Sector/Industry)
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23 Dec 2020 08:56
China Logistics: Key Beneficiaries of China's Greater Bay Area Postal and Express Development
China's support of postal and express industry development in the Greater Bay Area has positive implications on many logistics companies. We...
Osbert Tang, CFA
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604 Views
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